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☆ Here are Friday's biggest analyst calls: Nvidia, Apple, Tesla, Skechers, Meta, Southwest, Amazon, Sweetgreen, & more
▼ + stars: | 2024-07-26 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Morgan Stanley reiterates Tesla as overweight Morgan Stanley said it's sticking with its overweight rating on Tesla " Tesla AI Infrastructure 'base' is by far the fastest rising part of its asset base." Morgan Stanley downgrades WW International to equal weight from overweight Morgan Stanley downgraded the company formerly known as Weight Watchers due to concerns about free-cash flow. Morgan Stanley initiates CervoMed as overweight Morgan Stanley said it's bullish on shares of the biotech company. " Morgan Stanley downgrades STMicroelectronics to equal weight from overweight Morgan Stanley downgraded the stock following earnings. Morgan Stanley reiterates Meta as overweight Morgan Stanley said buy the dip in shares of Meta.

Persons: Redburn, Lockheed Martin, Raymond James, Apple, it's, Morgan Stanley, Tesla, Piper Sandler, Alexander, Baldwin, Piper, ALEX, TD Cowen, Morgan Stanley downgrades STMicroelectronics, Baird, Meta, Guggenheim, Oppenheimer, Sweetgreen, Stifel, Jefferies, Rosenblatt Organizations: Deutsche Bank, Airlines, Deutsche, Lockheed, Apple, Citi, Amazon, AMC, International, Dianthus Therapeutics, Meta, " Bank of America, underperform Bank of America, Barclays, Microsoft, Aviation, Security, Nvidia, Qualcomm, Pharmaceuticals Locations: NYC, Brunswick

☆ Matt Damon kept telling Josh Harnett he'd regret gaining 30 pounds for 'Oppenheimer:' 'You're never gonna get that off again'
▼ + stars: | 2024-07-26 | by ( Jason Guerrasio | ) www.businessinsider.com time to read: +1 min

Josh Hartnett gained 30 pounds for his role in "Oppenheimer." His costar Matt Damon warned him it would be difficult to lose the weight after filming wrapped. "He was like, 'You're never gonna get that off again, man,'" Harnett recalled Damon telling him. Too bad he didn't warn his costar Josh Harnett before he decided to gain 30 pounds to play the famed physicist Ernest Lawrence in "Oppenheimer." "He was like, 'You're never gonna get that off again, man,'" Harnett recalled Damon saying on "The Tonight Show."

Persons: Josh Hartnett, Oppenheimer, Matt Damon, Harnett, Damon, —, Josh Harnett, Ernest Lawrence Organizations: Service, Business

☆ Stocks making the biggest moves midday: 3M, Dexcom, Sweetgreen, Texas Roadhouse and more
▼ + stars: | 2024-07-26 | by ( Alex Harring | ) www.cnbc.com time to read: +6 min

Dexcom — Shares plummeted more than 40% after the medical device maker missed expectations for second-quarter revenue and offered weak full-year guidance for the measure. That exceeded analysts' expectations for earnings of $3.48 per share on revenue of $808 million, per LSEG. Norfolk Southern — Shares of the railroad operator gained 10% after a second-quarter earnings beat. Texas Roadhouse — The restaurant chain climbed 4.4% after second-quarter earnings topped expectations. Texas Roadhouse earned $1.79 per share, above the $1.64 per share estimate from analysts surveyed by LSEG.

Persons: Dexcom, Coursera, Newell Brands, Newell, Boston Beer, LSEG, Mohawk, Bristol Myers Squibb, Morgan Stanley, FactSet, amortization, Bitcoin, Alexander, Baldwin —, Alexander & Baldwin, Piper Sandler, Guggenheim, Sweetgreen —, Oppenheimer, Stifel, Yun Li, Pia Singh, Sean Conlon, Jesse Pound, Hakyung Kim, Lisa Kailai Han Organizations: LSEG, Newell, Yankee, Wall, Boston Beer, Boston, Mohawk Industries, Bristol Myers Squibb, Bristol, Revenue, Norfolk Southern, Norfolk, Charter Communications, Southwest Airlines, Deutsche Bank, Southwest, Redburn, FactSet, FTAI Aviation, Texas, Texas Roadhouse, LSEG . Revenue, Colgate, Palmolive Locations: Norfolk

☆ These stocks set to report earnings next week have a record of beating expectations
▼ + stars: | 2024-07-25 | by ( Hakyung Kim | ) www.cnbc.com time to read: +3 min

A third of the S & P 500 companies are set to report earnings next week. As the busiest week of earnings season approaches, here are some companies that have historically posted a beat and rallied afterward. Amazon , Apple , Merck and Exxon Mobil are among the companies slated to release their quarterly results. With this in mind, Bespoke Investment Group screened for companies reporting next week whose quarterly earnings have managed to beat consensus analyst estimates at least 75% of the time. Additionally, the stocks in the screener all have gained on average 1.5% the day of or following their earnings release.

Persons: Oppenheimer, Meta's, Steve Madden Organizations: Apple, Merck, Exxon Mobil, Investment, Meta, Nasdaq, Mastercard, Bank of America Locations: China, Wednesday's

☆ Earnings Exchange: Digital Realty, Deckers Outdoor, & Norfolk Southern
▼ + stars: | 2024-07-25 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEarnings Exchange: Digital Realty, Deckers Outdoor, & Norfolk SouthernAri Wald, Oppenheimer’s head of technical analysis, joins CNBC's 'The Exchange' to discuss three stocks: Digital Realty, Deckers Outdoors, and Norfolk Southern.

Persons: Norfolk Southern Ari Wald, Oppenheimer’s Organizations: Digital Realty, Norfolk Southern, Norfolk Locations: Norfolk Southern

☆ Marvel boss Kevin Feige says 'Deadpool & Wolverine' proves it's possible to bring back former stars Robert Downey Jr. and Chris Evans. Here's what the actors have said.
▼ + stars: | 2024-07-24 | by ( Ayomikun Adekaiyero | ) www.businessinsider.com time to read: +6 min

Feige told DiscussingFilm on Tuesday that if they brought back Downey Jr. and Evans, they would have to handle the move carefully. And we've been spending, you know, the last two-plus years figuring that out for Wolverine," Feige said. AdvertisementIf pulled off correctly, the return could be a great move for Marvel, Downey Jr., and Evans. A cameo from Downey Jr. or Evans could help bring back audiences to the cinemas. But after winning his first Oscar for "Oppenheimer," Downey Jr. seems more open to reprising the role.

Persons: —, Kevin Feige, Hugh Jackman's, Robert Downey Jr, Captain America, Chris Evans, Wolverine, Feige, DiscussingFilm, Downey, Evans, Hugh Jackman, Ryan Reynolds, Jay Maidment, We're, Russo, Man's, Axelle, Bauer, Griffin, FilmMagic, Anthony Russo, Joe Russo, Joe Rogan, Oscar, Oppenheimer, America Chris Evans, America, Steve Rogers, Evan Agostini, Marvel Evans, he's, Johnny Storm, Marvel, Joseph Quinn, Captain, I'm, Anthony Mackie, Mackie Organizations: Service, Captain, Business, Marvel, Marvel Studios, Wolverine, Iron, Feige, Man, GamesRadar, Sands, Disney, MTV, Captain America, GQ Locations: Logan, St Andrews, Scotland

☆ ‘Inside Out 2’ becomes highest-grossing animated movie of all time
▼ + stars: | 2024-07-24 | by ( Erika Tulfo | ) edition.cnn.com time to read: +2 min

That’s after movie sequel “Inside Out 2” became the highest-grossing animated film of all time, raking in $1.46 billion at the global box office and dethroning former record holder “Frozen 2” from 2019, according to Disney on Wednesday. “Inside Out 2” hit theaters last month and passed the $1 billion mark just 19 days after its release — the fastest ever for an animated film. It’s currently on week six of its theatrical run and has already bagged a spot as the 13th highest-grossing film of all time. The excitement surrounding the “Inside Out 2“ release comes after the film industry was met with a slow start to the summer movie season. Discovery) and “Oppenheimer” combined added nearly a billion dollars to the domestic box office, according to Comscore data.

Persons: ”, ’, It’s, Daniel Loria, “ It’s, ” Loria, Paul Dergarabedian, “ Barbie ”, “ Oppenheimer ”, CNN’s Eva Rothenberg Organizations: New, New York CNN, Pixar, Disney, Hollywood, Box, showtime, Comscore, Warner Bros Locations: New York, Europe, Asia, East, United States, Americas, Brazil, Mexico, Colombia, Chile, Japan

☆ Here are Tuesday's biggest analyst calls: Apple, Nvidia, Tesla, Krispy Kreme, Skechers, Amazon, First Solar, Qualcomm and more
▼ + stars: | 2024-07-23 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Morgan Stanley upgrades Skechers to overweight from equal weight and downgrades Under Armour to underweight from equal weight Morgan Stanley said its Skechers channel checks looked promising. "We initiate coverage of LandBridge (LB) with a Buy rating and a $35 price target following its IPO last month." Morgan Stanley reiterates First Solar as overweight Morgan Stanley said First Solar could benefit from a new Trump administration. Morgan Stanley reiterates Amazon as top pick Morgan Stanley said Amazon is its favorite pick ahead of earnings, but that the firm also likes Alphabet and Meta. Morgan Stanley initiates Alumis as overweight Morgan Stanley said it's bullish on shares of the immunology company.

Persons: TD Cowen, Morgan Stanley, Armour, Bernstein, Apple, Guggenheim, Tesla, Baird, it's, Krispy Kreme, Goldman Sachs, Goldman, Trump, Wells, Piper Sandler, Piper, TD Cowen downgrades Darden, Cowen, Oppenheimer Organizations: Procter, Gamble, HSBC, CrowdStrike, Qualcomm, JPMorgan, Goldman, Barclays, Nvidia, Amazon, Microsoft, Citi, Rio Tinto, Deutsche Bank, Aerospace, Deutsche, Farnborough Air, Darden Locations: Rio, Olive, stagnate

☆ Biden dropping out adds more uncertainty to markets. What investors are saying
▼ + stars: | 2024-07-22 | by ( Sarah Min | ) www.cnbc.com time to read: +5 min

"We will continue to have both bulls and bears because you have both sides who are talking about the uncertainty, increased uncertainty regarding the presidency," Stovall added. A 'Red Wave'? "It seems as if the greatest likelihood is a red wave," Stovall said. Trump trade hurt? To be sure, Sunday's announcement could pump the brakes on the so-called Trump trade seen since the late-June debate.

Persons: Joe Biden's, Biden, Kamala Harris, Sam Stovall, Trump, Stovall, it's, —, PredictIt, Harris, CFRA's Stovall, Wells, Stephen Baxter, Baxter, Oppenheimer, Hogan, Riley, It's, Kim Forrest, Forrest, Fred Imbert Organizations: Trump, CFRA, Democratic National Convention, Republican, Democratic, Medicaid, Med Adv, Bokeh Capital Partners Locations: Friday's

☆ Cybersecurity stock Palo Alto could benefit from CrowdStrike's outage woes
▼ + stars: | 2024-07-22 | by ( Morgan Chittum | ) www.cnbc.com time to read: +4 min

Those customers could go to cybersecurity rival — and Club holding — Palo Alto . Palo Alto shares have yet to see much of a bounce on the news, up just 2.7% since Thursday's close. PANW YTD mountain Palo Alto Networks (PANW) year-to-date performance We're long-term bullish on Palo Alto because of its stellar leadership with CEO Nikesh Arora at the helm, along with the company's dominance in its respective market as the only real soup-to-nuts cybersecurity play. It's CrowdStrike.. and Palo Alto, which with this 'platformization' strategy has started to do better," Cramer said. We currently have a 2 rating on Palo Alto shares and a price target of $360.

Persons: CrowdStrike, BTIG, Jeff Marks, Oppenheimer, Jim Cramer, Nikesh Arora, Jim, Cramer, Jim Cramer's Organizations: Palo, —, Microsoft, Fortune, Guggenheim Securities, Scotiabank, Palo Alto Networks, Palo Alto, CNBC, Getty Locations: Palo Alto, Palo

☆ 'Turnaround has begun': Wall Street is bullish on Tesla earnings as it looks toward Robotaxi reveal and full self-driving
▼ + stars: | 2024-07-22 | by ( Jennifer Sor | ) www.businessinsider.com time to read: +7 min

Wall Street analysts are bullish on updates about the firm's Robotaxi and FSD technology. Tesla's energy business could also be key to its long-term growth, strategists said. Investors now are eagerly waiting on key updates from the company, with all eyes on Tesla's Robotaxi Day in early October. The firm said it would continue to look out for updates on Tesla's Robotaxi and its more-affordable vehicle, which is expected to be released in the coming years. The firm maintained its three-star rating on Tesla stock and assigned a fair value of $200 per share, implying 20% downside.

Persons: —, eyeing, Elon, Tesla, Musk, hasn't, Tesla's, Garrett Nelson, Nelson, Morgan Stanley, Oppenheimer, TSLA, Morningstar, Seth Goldstein, Goldstein Organizations: Wall Street, Service, EVs, Street, Wedbush Securities, Tesla Energy, Morningstar Locations: China

☆ Here are Monday's biggest analyst calls: Apple, Nvidia, Amazon, Burlington, CrowdStrike, Berkshire Hathaway, Coinbase & more
▼ + stars: | 2024-07-22 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Goldman Sachs initiates Talos Energy as buy Goldman said the energy company has a "strong oil mix and free cash flow." Goldman Sachs downgrades Lennar to neutral from buy Goldman downgraded the homebuilder stock mainly on valuation. Goldman Sachs initiates Webtoon as buy Goldman said it's bullish on shares of the digital storytelling company. TD Cowen initiates Berkshire Hathaway as hold TD Cowen said it likes the stock but valuation is full right now. " "We upgrade CHRW to Buy from Underperform and raise our PO to $99 from $76, on 22.5x our 2025e EPS."

Persons: Wells, Piper Sandler, Piper, Goldman Sachs, Goldman, Guggenheim, CrowdStrike, Lennar, it's, TD Cowen, Berkshire Hathaway, Raymond James downgrades Estee Lauder, Raymond James, Fitch, JMP, it's bullish, Jefferies, Baird, Henry Schein, Bernstein, Stifel, BURL, Morgan Stanley, Robinson, Oppenheimer, Coinbase's Organizations: Apple, Nvidia, Energy, Talos Energy, Guggenheim, Webtoon Entertainment, Inc, JPMorgan, Abercrombie, Citi, Tamboran Resources, Resources, Nvidia Citi, Amazon, ramping, Airlines, AAL, opp, Jefferies, Genomics, Micron Citi, MU, Samsung, " Bank of America, Underperform Locations: Berkshire, China, U.S, Wells Fargo, Burlington, 3Q24

☆ ‘Barbie’ was important to me. This summer has melted her
▼ + stars: | 2024-07-21 | by ( Scottie Andrew | ) edition.cnn.com time to read: +8 min

Watching “Barbie” so much defined the back half of my 2023. The summer of “Barbie” was one of my happiest, when I felt truly connected to my fellow humans. Watching “Barbie” again and again nudged me out of an isolation I hadn’t even realized I’d imposed. Once Gosling finished his dazzling Oscars performance of “I’m Just Ken,” “Barbie” fever officially ended. But we’ll always have our “Barbie” summer.

Persons: “ Barbie, ” I’ve, I’ve, Barbie ”, “ Barbie ”, Barbie, Ryan Gosling, Ken, Will Ferrell, ” John Cena, Margot Robbie, ”, ” Oppenheimer, “ Oppenheimer, Nolan, Stephanie Keith, Stephen Malkmus, Issa, America Ferrara, who’s, nudged, ‘ Barbie ’, Helen Mirren’s, “, Barbara ”, Greta Gerwig’s, Gosling, “ I’m, I'm, ergy, who’d, It’s, we’ll Organizations: CNN, Sex, Warner Bros ., Warner Bros, America, Gran Turismo Locations: pinks, Barbie, Robbie’s, Atlanta

☆ Here are Friday's biggest analyst calls: Netflix, Nvidia, Apple, Arm, Meta, Amazon, Hasbro, Coinbase, Broadcom & more
▼ + stars: | 2024-07-19 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Friday's biggest calls on Wall Street: UBS upgrades Accenture to buy from neutral UBS said the IT services company has AI optionality. UBS upgrades Wolverine World Wide to buy from neutral UBS said it sees sales growth and margin upside for the footwear manufacturer. JPMorgan reiterates Netflix as overweight JPMorgan said it's sticking with its overweight on Netflix following Thursday's earnings report. Bank of America reiterates Amazon as buy Bank of America said it's sticking with its buy rating following Amazon's Prime Day. UBS upgrades Ameren to buy from neutral UBS upgraded the electric services company and said regulatory risks are "overly discounted."

Persons: Morgan Stanley, Oppenheimer, William Blair, it's, Needham, Coinbase, Wedbush, it's bullish, Barclays downgrades Molson Coors, Cantor Fitzgerald, Cantor, Evercore, JPMorgan, Buck, Melius Organizations: UBS, Accenture, JPMorgan, Netflix, Revenue, Bank of America, 3Q, Nvidia, Meta, NASDAQ, Trump, Vance, Big Tech, Choice, Barclays downgrades, Barclays, TAP, Apple, Services, Broadcom, Broadcom's, Consumer, Hasbro Locations: China, Coinbase

☆ Here are Wednesday's biggest analyst calls: Rivian, Nvidia, Apple, Micron, Microsoft, Sweetgreen, Tesla, Netflix & more
▼ + stars: | 2024-07-17 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Wednesday's biggest calls on Wall Street: Morgan Stanley reiterates Rivian as overweight Morgan Stanley raised its price target on Rivian to $17 per share from $13. UBS reiterates Apple as neutral UBS said it sees Apple results as "in-line" when the company reports on Aug. 1. UBS initiates Sweetgreen as buy UBS said the restaurant chain has "margin potential." Guggenheim reiterates Netflix as buy Guggenheim said it's sticking with its buy rating on Netflix heading into earnings Thursday. UBS reiterates Micron as buy UBS said it's sticking with its buy rating on shares of Micron.

Persons: Morgan Stanley, Rivian, Jefferies, Bernstein, TD Cowen downgrades Charles Schwab, Cowen, Schwab, it's, Morgan Stanley downgrades, TD Cowen, 2H24, Tesla, Oppenheimer downgrades Morgan Stanley, Oppenheimer, Guggenheim, Needham Organizations: VW, Susquehanna, Nvidia, AMD, UBS, Apple, Chevron, bbl, Deutsche Bank, Deutsche, Valero, Mizuho, Citi, Hershey Citi, TD Cowen downgrades, Airlines, Barclays, MasterCard Citi, Mastercard, " Bank of America, Bank of America, Enterprise, NASDAQ, HSBC, Qualcomm, Netflix, Micron, Microsoft

☆ ‘Twisters’ chose not to mention climate change. Here’s why
▼ + stars: | 2024-07-16 | by ( Thomas Page | ) edition.cnn.com time to read: +18 min

CNN —Like its titular tornados, “Twisters” blasts through a lot in its 122-minute runtime. Generally, scientists are the least certain about the connection between tornadoes and climate change as it’s unclear how warming temperatures are changing storms themselves or the outbreaks. Cathy, a local farmer, gripes that storms and floods are becoming more frequent, and the price of wheat more expensive, while stopping short of citing climate change. However, for a film populated by scientists and clued-in citizens to not mention climate change is a little like the twisters themselves: there’s a hole at the center. !”“Making a ‘Twisters’ movie in Tornado Alley during storm season, tornado season, it’s kind of perfect.

Persons: Glen Powell’s brawn, –, “, Lee Isaac Chung, “ We’ve, ”, Javi, Anthony Ramos, Kate, Daisy Edgar, Jones, ” Lee, Maura Tierney’s, Cathy, that’s, Lee, Glen Powell, Mark L, Smith, Joseph Kosinski, it’s, we’re, Kevin Costner, Yorgos, Matt Smith, Fabien Frankel, Anya Taylor, Joy, Max, George Miller, Chris Hemsworth, Samsik, Kang, ’, Nicola Coughlan, Luke Newton, Guy, Ryan Gosling, Emily Blunt, David Leitch, stuntmen, Jane Schoenbrun, Justice Smith, Brigette Lundy, Paine, Josh O'Connor, Idris Elba, Adam Pally, Hao Xuande, Sandra Oh, Chan, Henry Cavill, Alex Pettyfer, Guy Ritchie's, Guy Ritchie, Jerry Bruckheimer, Isabella Rossellini, Kristen Stewart, she's, Denis Villeneuve, Frank Herbert's, Jessica Chastain, Austin Butler, Ambika Mod, Leo Woodall, Molly Manning Walker, Bryan Cranston, Matthew Vaughn, Ava DuVernay, Aunjanue Ellis, Taylor, Paul Mescal, Andrew Scott, George Clooney, Pedro Alonso, Penelope Cruz, Laura Garello Ferrari, Adam Driver, Michael Mann, Emma Stone, Bella Baxter, Willem Dafoe, Mark Ruffalo, Ramy Youssef, Imelda Staunton, Dominic West, Ncuti Gatwa, Paul King, Hugh Grant's Oompa, Napoleon, Vanessa Kirby, Ridley Scott, Nicolas Cage, Emerald Fennell, Jacob Elordi, Priscilla, Sofia Coppola, Elvis Presley, Kitty Green, Justine Triet, Sandra Hüller, Palme, Ryu Seungryong, Oppenheimer, Christopher Nolan, Cillian Murphy, Robert Downey Jr, Margot Robbie, Ken, Greta Gerwig, Mattel, Tom Cruise, Christopher McQuarrie, Simon Pegg, Scarlett Johansson, Jason Schwartzman, Adrien Brody, Jeffrey Wright, Wes Anderson, Celine Song, Greta Lee, Halle Bailey, Javier Bardem, Kim Woo, Seung, Cho Ui, seok, Jan de Bont’s, ” Glen Powell, Melinda Sue Gordon, Ramos, Powell, everybody’s weirdly, ” Powell, Tyler Owens, “ I’m, anyone’s Organizations: CNN, ”, Universal Pictures, Warner Bros ., CNN CNN, Ungentlemanly, “ Locations: Midwest, Oklahoma, Arkansas, Korea, Modena, Palme d'Or, “

☆ Here are Tuesday's biggest analyst calls: Nvidia, Tesla, Meta, Shopify, Broadcom, IBM, Microsoft & more
▼ + stars: | 2024-07-16 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Tuesday's biggest calls on Wall Street: Morgan Stanley names Taiwan Semiconductor a catalyst driven idea Morgan Stanley said it said shares of the semis company have more room to run. " Morgan Stanley upgrades Chegg to equal weight from underweight Morgan Stanley said the risk/reward is balanced for the education company. Morgan Stanley upgrades Sweetgreen to equal weight from underweight Morgan Stanley said the restaurant chain's stock is starting to become compelling. Evercore ISI downgrades Yum and Starbucks to in line from outperform Evercore said in its downgrade of Yum and Starbucks that trends are softening. Evercore ISI reiterates Netflix as outperform Evercore said it's cautious heading into earnings later this week but that it's sticking with its outperform rating.

Persons: Morgan Stanley, Wolfe, it's, Jefferies, Wells, Goldman Sachs, Baird, Tesla, Bernstein, TD Cowen, Lamar, Cowen, Goldman, Piper Sandler, Piper, Evercore, IBM Evercore, Shopify, Jeff Hoffmeister, Mizuho downgrades Palantir, PLTR, Oppenheimer, we'd Organizations: Taiwan Semiconductor, Microsoft, Nvidia, Lamar Advertising, Nasdaq, TAM, Starbucks, Yum Brands, IBM, " Bank of America, of America, Mizuho, Bank of America, Broadcom, Evercore, Netflix, Bulls Locations: China

☆ Small caps are surging. Oppenheimer found a 'broadening' bull market favors future returns
▼ + stars: | 2024-07-15 | by ( Samantha Subin | ) www.cnbc.com time to read: +1 min

Oppenheimer views last week's rally in small-cap stocks as a potential catalyst for the wider market and its future returns. "The point is that last week's small-cap breakout marks a re-broadening of the bull that should carry bullish implications for all capitalizations." .RUT YTD mountain Performance in 2024 The comments from Wald came on the heels of last week's 6% surge in the Russell 2000 index of small caps. The iShares Russell 2000 ETF added as much as another 1.6% early in Monday's session. "In our view, this cycle's 'as good as it gets moment' has not yet been reached," Wald said.

Persons: Oppenheimer, Ari Wald, Wald, Russell Organizations: Federal Reserve, Viking Therapeutics, Zeta Global

☆ Wall Street is bullish on stocks for the 2nd half of the year. Here are each firm's exact forecasts.
▼ + stars: | 2024-07-12 | by ( Matthew Fox | ) www.businessinsider.com time to read: +7 min

The most bullish S&P 500 price target is 6,000 from Evercore ISI, which represents a gain of about 7%. While the average year-end S&P 500 price target is 5,429, according to data from Bloomberg, the median year-end price target is 5,600. Yardeni Research: S&P 500 price target of 5,800Yardeni Research raised its year-end S&P 500 price target to 5,800 from 5,400 this week. Goldman Sachs: S&P 500 price target of 5,600Goldman Sachs strategist David Kostin boosted his S&P 500 price target to 5,600 from 5,200 last month. UBS: S&P 500 price target of 5,600UBS raised its S&P 500 price target to 5,600 from 5,400 in May, and that's after the bank raised its price target in February.

Persons: —, Julian Emanuel, Emanuel, they're, Oppenheimer, John Stoltzfus, Stoltzfus, Eric Wallerstein, Wallerstein, Ned Davis, Ed Clissold, Goldman Sachs, David Kostin, Kostin, Jonathan Golub Organizations: Wall, ISI, Service, Bloomberg, CNBC, Security, Yardeni, Research, Federal Reserve, Ned Davis Research, UBS, Chicago, & $ Locations: bearish

☆ History says there's a 100% chance that US stocks will rise in the second half of the year — here are 15 stocks to target for maximum gains
▼ + stars: | 2024-07-12 | by ( James Faris | ) www.businessinsider.com time to read: +7 min

Sure enough, the S&P 500 rallied another 7.2%, ending 2023 up 24.2%. BMO Capital MarketsInvestors would love a similar outcome after a 14.5% first-half gain, which ranks in the 82nd percentile historically, according to BMO. History is on stocks' side in the second halfIn the last seven-and-a-half decades, the S&P 500 has risen 10% to 15% a dozen other times. Chances are, the relatively tame 5.5% slide the S&P 500 experienced in March and April won't be the biggest pullback of the year. Advertisement"Extended valuation remains a hot topic, but a closer inspection reveals that levels may not be as severe as are being advertised," Belski wrote.

Persons: —, Goldman Sachs, Brian Belski, Belski, Stocks, Oppenheimer Organizations: Service, BMO Capital Markets, Business, BMO Capital, BMO, UBS, Markets, Tech, Trade Locations: The Montreal, New York, US

☆ Oppenheimer's best small and mid-cap stock ideas to play the market broadening
▼ + stars: | 2024-07-11 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOppenheimer's best small and mid-cap stock ideas to play the market broadeningJed Kelly, Managing Director of Equity Research at Oppenheimer, discusses his bull thesis for Genius Sports.

Persons: Jed Kelly Organizations: Equity Research, Oppenheimer, Genius Sports

☆ One of Wall Street's most bullish firms shares 8 overlooked growth stocks with up to 131% upside to buy before a long-awaited breakout
▼ + stars: | 2024-07-11 | by ( James Faris | ) www.businessinsider.com time to read: +3 min

Shares of small- and midsize companies, or "SMID caps" for short, have lagged behind their large-cap peers in recent years, including 2024. Large caps may lead for a while longer, Oppenheimer researchers wrote in a July 9 note. AdvertisementOppenheimerHowever, SMID caps have quietly but consistently built momentum throughout this year, even though they haven't broken out yet. "Each of these unconfirmed averages are maintaining above prior breakout levels and their 200-day average," Oppenheimer researchers wrote. Within SMID caps, Oppenheimer is especially bullish on midsize growth stocks.

Persons: —, Oppenheimer Organizations: Service, Nvidia, Business, Medicines, Zeta Global

☆ The best small- and midcap stocks to buy this summer, according to Oppenheimer
▼ + stars: | 2024-07-10 | by ( Sean Conlon | ) www.cnbc.com time to read: +3 min

With the second half of the year underway, Oppenheimer is highlighting what it calls its top small- and midcap seasonal standout investment ideas. On the basis of price charts alone, Oppenheimer tapped midcap growth stocks as its top rotation idea from a technical perspective. Oppenheimer has a $20 price target on Zeta, implying 18% upside from Tuesday's close. In a note last month, RBC Capital Markets also rated Zeta outperform with a price target of $20. In this area, Oppenheimer likes Viking Therapeutics , reiterating the stock as one of its best ideas.

Persons: Oppenheimer, Russell, Brian Schwartz, Zeta, Novo Nordisk's Wegovy, Eli Lilly's Zepbound, Jay Olson, Freshpet Organizations: Oppenheimer, Zeta Global Holdings, Zeta, RBC Capital Markets, Novo Nordisk's, Viking Therapeutics, Therapeutics Locations: Zeta, Novo

☆ Wall Street is getting even more bullish on stocks
▼ + stars: | 2024-07-09 | by ( Filip De Mott | ) www.businessinsider.com time to read: +3 min

Oppenheimer raised its year-end S&P 500 target to 5,900, the second-highest target on Wall Street. The shift makes the firm the second-most bullish on Wall Street. "Just like before, it's a matter of the fundamentals, where they stand right now," John Stoltzfus, Oppenheimer's chief investment strategist, told CNBC. A handful of tech stocks have been doing the heavy lifting for the benchmark index, giving investors pause about how sustainable the current rally is. Correction: July 9, 2024 — An earlier version of this story misstated the date from which Oppenheimer's target indicates 6% upside.

Persons: Oppenheimer, John Stoltzfus, —, Stoltzfus, It's, Goldman Sachs, Marko Kolanovic — Organizations: Service, CNBC, Security, Federal Reserve, UBS, JPMorgan . Locations: Monday's

☆ 14 stocks to buy for at least 25% earnings growth in 2025 while the stunning market rally stalls, according to Goldman Sachs
▼ + stars: | 2024-07-09 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

The most bullish year-end target for the S&P 500 was 5,100, which represented solid upside of about 7% from where it ended the year. Those predictions look paltry in hindsight, as the S&P 500 finished the first half of the year up 14.5% at 5,460. Bulls are getting bolder, but risks remainIn response, several major firms have boosted their year-end S&P 500 targets in recent months. AdvertisementGoldman Sachs recently shared earnings growth projections for the 100 biggest stocks in the S&P 500, both for this year and next. Below are those 14 large-cap stocks expected to grow earnings by at least 25% next year, along with each one's ticker, market capitalization, and 2024 and 2025 earnings growth estimates.

Persons: —, Goldman Sachs, Morgan Stanley, Oppenheimer's John Stoltzfus, David Kostin, Kostin Organizations: Service, Business, Bulls, BMO Capital Markets, Deutsche Bank, Apple, Meta, Microsoft, Nvidia —

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